Sigma Planning Corp’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Sigma Planning Corp’s Portfolio RDVI Stock Details RDVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.72M	Buy	58,535 +10,287	+21%	+$284K	0.04%	407
2026 Q1	$1.23M	Buy	48,248 +33,249	+222%	+$889K	0.03%	490
2025 Q4	$393K	Buy	14,999 +2,319	+18%	+$60K	0.01%	898
2025 Q3	$328K	Sell	12,680 -20,824	-62%	-$525K	0.01%	1000
2025 Q2	$828K	Sell	33,504 -34,405	-51%	-$809K	0.02%	564
2025 Q1	$1.61M	Sell	67,909 -19,712	-22%	-$487K	0.05%	344
2024 Q4	$2.12M	Sell	87,621 -3,777	-4%	-$95K	0.07%	268
2024 Q3	$2.25M	Buy	91,398 +1,150	+1%	+$27.6K	0.07%	265
2024 Q2	$2.11M	Buy	90,248 +4,945	+6%	+$117K	0.07%	279
2024 Q1	$2.09M	Buy	85,303 +53,191	+166%	+$1.23M	0.07%	305
2023 Q4	$741K	Buy	+32,112	New	+$687K	0.06%	334
2023 Q2	–	Sell	-23,013	Closed	-$494K	–	1330
2023 Q1	$494K	Buy	23,013 +2,040	+10%	+$45K	0.02%	797
2022 Q4	$447K	Buy	+20,973	New	+$453K	0.02%	804

Other funds holding RDVI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Sigma Planning Corp's RDVI Position: Q2 2026 in Review

Sigma Planning Corp increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 21% in Q2 2026, buying an estimated $284K and bringing the position to 58,535 shares worth $1.72M. The position accounts for 0.04% of the portfolio, ranked #407.

Sigma Planning Corp first reported a position in RDVI in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.25M in Q3 2024. 315 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Sigma Planning Corp held 58,535 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.72M as of Q2 2026.
Sigma Planning Corp bought 10,287 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $284K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.04% of Sigma Planning Corp's portfolio in Q2 2026, its #407 holding.
Sigma Planning Corp first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2022 and has held it in 13 quarters since.
Sigma Planning Corp's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $2.25M in Q3 2024.
315 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.